Invoices raise themselves when deals close, milestones are tracked with automatic reminders, and nothing is delivered until the money actually cleared.
Tell us where to reach you — we'll show you exactly how this works on your workflows.
A closing deal raises its invoice automatically with the right items, prices and taxes — same minute, not next week.
Milestone reminders go to the customer on schedule; overdue amounts escalate internally with a collections dashboard.
DeliveryFlow’s payment-verified gate pass keeps goods in the building until finance confirms the money.
Turn on just these, or a full industry bundle — they share one database, so they work together the moment they're on.
FinanceFlow tracks invoices, payment milestones, finance cases and documents against every deal — so collections stop depending on someone remembering to ask.
EngageFlow schedules every reminder, logs every call, and runs multi-channel cadences tied to where each customer is in their journey — so no one is ever forgotten.
DeliveryFlow verifies payments, issues gate passes and runs handover checklists with photo and signature proof — so delivery day is a process, not a scramble.
No — it’s the operational layer that makes sure invoices, milestones and collections happen; exports feed your books.
Yes — reminder templates are yours, the schedule is yours, and the AI can draft firmer follow-ups for the stubborn cases.
Milestone plans (token, downpayment, balance) and third-party loan cases are tracked per deal.
More questions? Talk to us or see all use cases.
A 20-minute walkthrough on your own workflows. No credit card, no lock-in.